New Features and Fixes for Customers
Added an investigative area for social media account review.
Employer contacts can be converted to Secondary References
Fixes for Customers:
Several modifications to the Contact Report – mostly formatting and additions of fields for some objects.
Improved the logic for determining that a child record is automatically “done” based on age and deceased criteria.
On the Narrative Template tab of the System Setup menu, the template list did not include all templates.